Project and Deal

Hossein Mohsenian_8278
Hossein Mohsenian_8278 Member Posts: 79
10 Comments Second Anniversary 5 Up Votes Name Dropper
edited July 4 in Sales CRM #1

Hi Team,

If while creating a project, we change the contact person, does this impact the 'existing contact' for the 'deal' as well? Today I was creating a test project and to avoid sending emails to actual customer, I was trying to choose a 'test contact' rather than 'original contact' (which was already attached to the deal). Does this creates any issue to the deal? Thanks. @Mike van der Valk 


  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,169
    2500 Comments Fourth Anniversary 100 Likes 5 Answers
    edited February 2022 #2

    Hi @Hossein Mohsenian 

    Project creation doesn't affect the deal whatsoever. So if you update the contact of the project during creation or afterwards this won't affect the deal contact person.

    Hope it helps! :)